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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Kevin Chen (CRD# 4900156) is an Investment Advisor Representative working at Acm Macro LLC in Bronxville, NY and has over 18 years of experience in the finance industry.
Steven Copeland (CRD# 4689211) is an Investment Advisor Representative working at Shfp, LLC in Bronxville, NY and has 1 year of experience in the finance industry. Steven Copeland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Vera Dedaj (CRD# 5771503) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Bronxville, NY and has over 13 years of experience in the finance industry.
Ilir Gjoni (CRD# 6765216) is an Investment Advisor Representative working at Capital Preservation Partners, Inc. in Bronxville, NY and has 1 year of experience in the finance industry. Ilir Gjoni has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jane Ircha (CRD# 2133717) is an Investment Advisor Representative working at Aegis Capital Corp. in Bronxville, NY and has over 31 years of experience in the finance industry.
Sterling Jasper (CRD# 4284218) is an Investment Advisor Representative working at Sterling Advisory Services, LLC in Bronxville, NY and has over 23 years of experience in the finance industry.
Rocco Lafaro (CRD# 5583228) is an Investment Advisor Representative working at Aegis Capital Corp. in Bronxville, NY and has over 15 years of experience in the finance industry.
Jeanmarie Lebrini (CRD# 2309642) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Bronxville, NY and has over 22 years of experience in the finance industry.
John McGuire (CRD# 4643530) is an Investment Advisor Representative working at Msm Financial Strategies in Bronxville, NY and has 1 year of experience in the finance industry. John McGuire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Pilla (CRD# 6666564) is an Investment Advisor Representative working at Edward Jones in Bronxville, NY and has over 3 years of experience in the finance industry.